| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC mike Chen Byrne Asset Management LLC | 5 | $925.2 | $901.75 | -$23.45 | -2.53% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 18,041 | $3.06M | $3.27M | $204,663.88 | 6.68% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 245 | $31,451.1 | $44,357.25 | $12,906.15 | 41.04% |
Courtney Lawson Autumn Glory Partners LLC | 2,678 | $410,931.02 | $484,851.91 | $73,920.89 | 17.99% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,050 | $208,091 | $189,367.51 | -$18,723.49 | -9% |
Kristofer Gray Integrity Financial Corp. /WA | 39 | $7,267.62 | $7,060.95 | -$206.67 | -2.84% |
Timothy Dempsey DHK Financial Advisors Inc. | 22,366 | $3.55M | $4.03M | $480,610.59 | 13.53% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 1,308 | $227,980.68 | $236,813.4 | $8,832.72 | 3.87% |
Amanda Hawley Atria Wealth Solutions Inc. | 51,419 | $7.45M | $9.26M | $1.81M | 24.24% |
| TL Tradewinds LLC Tradewinds LLC | 1,556 | $304,555.88 | $281,713.8 | -$22,842.08 | -7.5% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 118 | $18,244.69 | $21,262.42 | $3,017.73 | 16.54% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 202 | $33,675.19 | $36,430.7 | $2,755.51 | 8.18% |
Rachel Faulk Cape Investment Advisory Inc. | 1,133 | $197,962.31 | $203,996.65 | $6,034.34 | 3.05% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 938 | $143,236.04 | $168,474.18 | $25,238.14 | 17.62% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 591 | $101,479.45 | $106,427.28 | $4,947.83 | 4.88% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 180 | $30,780 | $32,333.4 | $1,553.4 | 5.05% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 1,572 | $293,129.99 | $283,510.22 | -$9,619.77 | -3.28% |
Brian Dechow SWAN Capital LLC | 83,344 | $14.92M | $15.03M | $115,183.24 | 0.77% |
Bert D. Barre Colonial Trust Co. / SC | 445 | $69,304.45 | $80,151.18 | $10,846.73 | 15.65% |
David Kennon David Kennon Inc | 27,761 | $4.33M | $4.99M | $655,658.1 | 15.14% |